Horizon Financial Services, LLC Incresed Positions in Q4 2024

Horizon Financial Services, LLC

  • $172 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
43.3K
+ 17.35%
$58.02 - $58.88 $2.51M - $2.55M
293K $17.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
29.5K
+ 340.44%
$50.37 - $50.6 $1.49M - $1.49M
38.2K $1.92M
FLRN
Spdr Bloomberg Investment Grad

ETFs
44.9K
+ 138.12%
$30.67 - $30.84 $1.38M - $1.38M
77.3K $2.38M
XLK
Technology Sector Spdr

ETFs
5.28K
+ 28.22%
$220.26 - $241.44 $1.16M - $1.27M
24K $5.58M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
30.4K
+ 241.57%
$42.33 - $43.3 $1.29M - $1.32M
42.9K $1.83M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
52.9K
+ 15.85%
$20.98 - $21.19 $1.11M - $1.12M
387K $8.15M
XLV
Select Sector Spdr Fund Health

ETFs
8.7K
+ 82.83%
$136.28 - $154.74 $1.19M - $1.35M
19.2K $2.64M
SPSB
Spdr Portfolio Short Term Corp

ETFs
34.1K
+ 13.95%
$29.77 - $30.19 $1.02M - $1.03M
279K $8.32M
XLC
Select Sector Spdr Tr Communic

ETFs
5.77K
+ 36.27%
$89.66 - $102.16 $517K - $589K
21.7K $2.1M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
32.7K
+ 278.37%
$19.65 - $20.27 $643K - $663K
44.5K $874K
XLY
Select Sector Spdr Consumer Di

ETFs
1.37K
+ 19.03%
$194.8 - $239.43 $266K - $327K
8.55K $1.92M
XLI
Industrial Sector Spdr

ETFs
3.78K
+ 28.18%
$131.76 - $143.99 $497K - $544K
17.2K $2.26M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.67K
+ 273.51%
$48.33 - $49.08 $371K - $377K
10.5K $507K
XLP
Consumer Staples Sector Spdr

ETFs
3.18K
+ 21.68%
N/A
17.9K $1.36M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
8.99K
+ 9.94%
$45.17 - $47.23 $406K - $425K
99.4K $4.51M
SCHA
Schwab Strategic Tr Us Small C

ETFs
135K
+ 105.77%
$25.33 - $51.16 $3.42M - $6.91M
263K $6.79M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
208K
+ 202.82%
$27.54 - $83.04 $5.72M - $17.2M
310K $8.59M
XLU
Utilities Sector Spdr

ETFs
1.59K
+ 19.68%
$74.89 - $82.93 $119K - $132K
9.67K $731K
NVDA
Nvidia Corp

Technology
253
+ 10.26%
$117.0 - $148.88 $29.6K - $37.7K
2.72K $365K
AAPL
Apple Inc.

Technology
7
+ 0.19%
$221.69 - $259.02 $1.55K - $1.81K
3.6K $902K
GOOG
Alphabet Inc.

Communication Services
225
+ 116.58%
$163.08 - $198.16 $36.7K - $44.6K
418 $79K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
1.84K
+ 16.77%
$23.02 - $23.23 $42.3K - $42.7K
12.8K $294K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
1.81K
+ 54.3%
$23.25 - $23.56 $42.1K - $42.7K
5.15K $119K
SCHP
Schwab Strategic Us Tips ETF

ETFs
65.2K
+ 109.31%
$25.74 - $53.78 $1.68M - $3.5M
125K $3.22M
WMT
Walmart Inc.

Consumer Defensive
262
+ 1007.69%
$79.1 - $95.7 $20.7K - $25.1K
288 $26K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
335
+ 0.8%
N/A
42.4K $2.64M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.06K
+ 352.49%
$25.93 - $105.3 $53.3K - $216K
2.64K $73K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
51
+ 32.9%
$238.25 - $261.28 $12.2K - $13.3K
206 $49K
GS
Goldman Sachs Group Inc

Financial Services
14
+ 31.11%
$486.1 - $608.57 $6.81K - $8.52K
59 $33K
PFG
Principal Financial Group Inc

Financial Services
82
+ 585.71%
$74.91 - $91.26 $6.14K - $7.48K
96 $7K
CCL
Carnival Corp

Consumer Cyclical
180
+ 75.0%
$17.34 - $26.8 $3.12K - $4.82K
420 $10K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
183
+ 6.62%
$49.87 - $52.46 $9.13K - $9.6K
2.95K $147K
MU
Micron Technology Inc

Technology
35
+ 233.33%
$84.16 - $113.41 $2.95K - $3.97K
50 $4K
KO
Coca Cola CO

Consumer Defensive
50
+ 238.1%
$61.74 - $71.71 $3.09K - $3.59K
71 $4K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5
+ 8.47%
$442.29 - $483.08 $2.21K - $2.42K
64 $29K
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 50.0%
$1666.0 - $2117.3 $1.67K - $2.12K
3 $5K
HTGC
Hercules Capital, Inc.

Financial Services
2
+ 2.5%
$18.53 - $20.22 $37.1 - $40.4
82 $1K
SMCI
Super Micro Computer, Inc.

Technology
101
+ 1122.22%
$18.01 - $49.12 $1.82K - $4.96K
110 $3K
Qqq
19
+ 316.67%
N/A
25 $0
Avgo
16
+ 3.2%
N/A
516 $0
Kgs
1
+ 1.82%
N/A
56 $0
LRCX
Lam Research Corp

Technology
9
+ 900.0%
$70.05 - $814.09 $630 - $7.33K
10 $0
ROL
Rollins Inc

Consumer Cyclical
1
+ 2.04%
$46.35 - $51.59 $46.4 - $51.6
50 $2K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.5K
+ 200.0%
$25.79 - $80.4 $38.6K - $120K
2.24K $58K
AMD
Advanced Micro Devices Inc

Technology
15
+ 12.61%
$118.88 - $172.8 $1.78K - $2.59K
134 $16K
VOE
Vanguard Mid Cap Value Index F

ETFs
5
+ 0.52%
$160.89 - $176.18 $804 - $881
974 $157K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
419
+ 0.22%
$24.19 - $24.63 $10.1K - $10.3K
188K $4.55M
SCHR
Schwab Intermediate Term Us Tr

ETFs
11.3K
+ 70.46%
$24.19 - $50.58 $272K - $569K
27.2K $661K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.2K
+ 0.64%
$23.29 - $23.93 $51.2K - $52.6K
346K $8.13M
Activity Summary
Buys All Purchases 83 New Holdings 29 Increased Positions 54 Sells All Sells 33 Reductions 31 Sold out 2 Options Calls 0 Puts 0
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